Benson Wealth Management INC
Position in SPG — Simon Property Group Inc.
CIK 2109863
OOLTEWAH, TN, TN
Position in SPG
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$4,573,195
+$452,188 QoQ
Shares Held
20,448
-7.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
7.74%
of 13F equity value
Holder Rank
#367
of 1,353 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Benson Wealth Management INC holds $4,573,195 across 1 REIT - Retail name. SPG ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
20,448 | $4,573,195 |
All Filings in SPG
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,573,195 | 20,448 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $4,121,007 | 22,093 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $4,185,151 | 22,609 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||